{"id":19723,"date":"2026-05-05T02:10:31","date_gmt":"2026-05-05T02:10:31","guid":{"rendered":"https:\/\/cryptoted.net\/index.php\/2026\/05\/05\/clarity-act-stablecoin-deal-shifts-investor-mood\/"},"modified":"2026-05-05T02:10:31","modified_gmt":"2026-05-05T02:10:31","slug":"clarity-act-stablecoin-deal-shifts-investor-mood","status":"publish","type":"post","link":"https:\/\/cryptoted.net\/index.php\/2026\/05\/05\/clarity-act-stablecoin-deal-shifts-investor-mood\/","title":{"rendered":"CLARITY Act stablecoin deal shifts investor mood"},"content":{"rendered":"<p> <br \/>\n<br \/><img decoding=\"async\" src=\"https:\/\/media.crypto.news\/2025\/09\/crypto-news-Stablecoins-vs-banks-option02.webp\" \/><\/p>\n<div>\n<p class=\"is-style-lead\">ZeroStack CEO Daniel Reis-Faria says the CLARITY Act stablecoin deal reduces investor uncertainty but has not resolved institutional hesitation yet.<\/p>\n<div id=\"cn-block-summary-block_3e3691ac87804770fc376dd75fc71af2\" class=\"cn-block-summary\">\n<p>\n        <span class=\"tabs__item is-selected\">Summary<\/span>\n    <\/p>\n<div class=\"cn-block-summary__content\">\n<ul class=\"wp-block-list\">\n<li>Senators Tillis and Alsobrooks reached a CLARITY Act yield compromise on May 1, banning passive stablecoin yield and preserving activity-based rewards.<\/li>\n<li>Polymarket odds of the CLARITY Act passing in 2026 jumped from 46% to 64% hours after the stablecoin deal landed.<\/li>\n<li>Reis-Faria says larger investors will still hold back until implementation rules are fully in place, not just agreed in principle.<\/li>\n<\/ul><\/div>\n<\/div>\n<p><!-- .cn-block-summary --><\/p>\n<p>The stablecoin deal was finalised on May 1 by Senators Thom Tillis and Angela Alsobrooks, drawing a clear line: crypto platforms cannot pay interest on stablecoins in any way that functions like a bank deposit. Activity-based rewards tied to payments and platform use are still permitted. <\/p>\n<p>As crypto.news <a href=\"https:\/\/crypto.news\/coinbase-says-crypto-bill-deal-clears-senate-path\/\">reported<\/a>, the Senate Banking Committee is now targeting a markup during the week of May 11, with a Senate floor vote targeted before the May 21 Memorial Day recess.<\/p>\n<p>\u201cWith lawmakers getting closer to a deal on stablecoin rules, that takes away one of the bigger reasons investors have been holding back,\u201d said Daniel Reis-Faria, CEO of ZeroStack.<\/p>\n<h3 class=\"wp-block-heading\">The institutional hesitation that remains<\/h3>\n<p>But Reis-Faria stopped short of calling this a turning point. \u201cRight now, it\u2019s not the rules themselves. It\u2019s not knowing how they\u2019re going to play out over time. That\u2019s what\u2019s keeping larger players from stepping in,\u201d he said.<\/p>\n<p>    <!-- .cn-block-related-link --><\/p>\n<p>As crypto.news <a href=\"https:\/\/crypto.news\/clarity-act-stablecoin-deal-nears-as-lawmakers-resolve-final-yield-fight\/\">documented<\/a>, JPMorgan had previously described CLARITY Act passage by midyear as a \u201ckey positive catalyst\u201d for digital asset markets. The SEC, CFTC, and Treasury are directed to jointly issue implementation rules within one year. That one-year window is precisely the ambiguity Reis-Faria is pointing to.<\/p>\n<p>Blockchain Association CEO Summer Mersinger <a href=\"https:\/\/www.dlnews.com\/articles\/regulation\/clarity-act-odds-surge-on-stablecoin-compromise\/\" target=\"_blank\" rel=\"nofollow\">said<\/a> the yield resolution \u201cbrings us meaningfully closer to comprehensive market structure legislation becoming law\u201d and urged the committee to move without delay.<\/p>\n<p> As crypto.news <a href=\"https:\/\/crypto.news\/white-house-adviser-confirms-stablecoin-yield-deal-as-clarity-act-nears-senate-markup\/\">tracked<\/a>, five steps remain: Senate Banking markup, committee vote, a 60-vote floor threshold, reconciliation with the Agriculture version, and reconciliation with the House text.<\/p>\n<p>\u201cThis advancement helps, but it\u2019s not a full shift yet,\u201d Reis-Faria said. \u201cUntil there\u2019s more clarity, you\u2019re still likely to see a more cautious approach from bigger players.\u201d <\/p>\n<p>As crypto.news <a href=\"https:\/\/crypto.news\/clarity-act-stablecoin-yield-compromise-language\/\">noted<\/a>, Standard Chartered estimated that uncapped stablecoin yield could redirect up to $500 billion in deposits from traditional banks by 2028, explaining the banking lobby\u2019s sustained resistance throughout negotiations.<\/p>\n<p>    <!-- .cn-block-related-link --><\/p><\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/crypto.news\/clarity-act-stablecoin-deal-shifts-investor-mood\/\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>ZeroStack CEO Daniel Reis-Faria says the CLARITY Act stablecoin deal reduces investor uncertainty but has not resolved institutional hesitation yet. Summary Senators Tillis and Alsobrooks reached a CLARITY Act yield compromise on May 1, banning passive stablecoin yield and preserving activity-based rewards. Polymarket odds of the CLARITY Act passing in 2026 jumped from 46% to [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":19358,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"tdm_status":"","tdm_grid_status":"","footnotes":""},"categories":[23],"tags":[],"kronos_expire_date":[],"class_list":["post-19723","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crypto"],"_links":{"self":[{"href":"https:\/\/cryptoted.net\/index.php\/wp-json\/wp\/v2\/posts\/19723","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cryptoted.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cryptoted.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cryptoted.net\/index.php\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/cryptoted.net\/index.php\/wp-json\/wp\/v2\/comments?post=19723"}],"version-history":[{"count":0,"href":"https:\/\/cryptoted.net\/index.php\/wp-json\/wp\/v2\/posts\/19723\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cryptoted.net\/index.php\/wp-json\/wp\/v2\/media\/19358"}],"wp:attachment":[{"href":"https:\/\/cryptoted.net\/index.php\/wp-json\/wp\/v2\/media?parent=19723"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cryptoted.net\/index.php\/wp-json\/wp\/v2\/categories?post=19723"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cryptoted.net\/index.php\/wp-json\/wp\/v2\/tags?post=19723"},{"taxonomy":"kronos_expire_date","embeddable":true,"href":"https:\/\/cryptoted.net\/index.php\/wp-json\/wp\/v2\/kronos_expire_date?post=19723"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}